Forum Financial Management, LP Paccar Inc Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Paccar Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 10,596 shares of PCAR stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,596

Previous 9,861 7.45%

Holding current value

$1 Million

Previous $1.03 Million 0.59%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$96.91 - $112.51 $71,228 - $82,694	735 Added 7.45%	10,596 $1.03 Million
Q4 2024 Feb 13, 2025	SELL	$97.92 - $118.41 $54,247 - $65,599	-554 Reduced 5.32%	9,861 $1.03 Million
Q3 2024 Oct 29, 2024	BUY	$91.64 - $109.98 $4,765 - $5,718	52 Added 0.5%	10,415 $1.03 Million
Q2 2024 Jul 30, 2024	BUY	$102.94 - $123.1 $436,877 - $522,436	4,244 Added 69.36%	10,363 $1.07 Million
Q1 2024 May 09, 2024	BUY	$93.59 - $124.46 $3,743 - $4,978	40 Added 0.66%	6,119 $758,000
Q4 2023 Feb 07, 2024	BUY	$81.36 - $98.06 $122,040 - $147,090	1,500 Added 32.76%	6,079 $593,000
Q2 2023 Jul 26, 2023	SELL	$68.48 - $83.65 $410 - $501	-6 Reduced 0.13%	4,579 $383,000
Q1 2023 Apr 19, 2023	BUY	$68.69 - $112.23 $102,485 - $167,447	1,492 Added 48.24%	4,585 $335,000
Q4 2022 Jan 24, 2023	SELL	$86.48 - $106.02 $2,162 - $2,650	-25 Reduced 0.8%	3,093 $0
Q2 2022 Aug 15, 2022	SELL	$79.81 - $89.38 $42,299 - $47,371	-530 Reduced 14.53%	3,118 $257,000
Q4 2021 Feb 18, 2022	BUY	$78.77 - $91.66 $287,352 - $334,375	3,648 New	3,648 $322,000

Others Institutions Holding PCAR

# of Institutions

1,130

Shares Held

363M

Call Options Held

751K

Put Options Held

1.33M

View Full List

About PACCAR INC

Ticker PCAR
Exchange NASDAQ
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 347,719,008
Market Cap $33B
Description
PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and ...

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Forum Financial Management, LP Paccar Inc Transaction History